Key Partners
- Microsoft: ~27% equity in OpenAI Group (FACT — our-structure); historic Azure training partner.
- OpenAI Foundation — governs Group; ~26% stake (~$130B at recap valuation).
- Business apps — Google Workspace, Slack, GitHub, Microsoft 365 connectors.
- Cloud/GPU suppliers power model training and ChatGPT/API inference.
- Sales/partner motions for Enterprise and nonprofit discounts.
- Developer ecosystem — builders on the API, Codex, and Apps SDK.
Key Activities
- Train and evaluate frontier models (GPT‑6 Astra, GPT‑5.6 family, etc.).
- Operate ChatGPT (consumer + Business/Enterprise) and the API platform.
- Ship adjacent products — Codex, ChatGPT Work, voice (GPT‑Live‑1), agents/tools.
- Safety, security, trust & transparency programs; SOC 2 / residency controls.
- Price and package Free → Go → Plus → Pro and Business seat types.
- Enterprise sales, solutions architecture, and partner enablement.
Key Resources
- Frontier model IP and training recipes (GPT‑6 / GPT‑5.6 families on the API).
- ChatGPT consumer brand and multi-surface apps (web, desktop, iOS, Android).
- API platform, Agents tooling, Codex, and developer documentation.
- People — research, engineering, safety, and go-to-market teams.
- Governance capital — Foundation control; ~26% Foundation / ~27% Microsoft stakes.
- Trust assets — SOC 2 Type 2, residency options, enterprise admin controls.
Value Propositions
- ChatGPT — writing, learning, coding help, voice, images, deep research tools.
- Frontier models with long context (API lists 1.05M-class windows on flagship lines).
- ChatGPT Work + Codex for docs, decks, spreadsheets, and coding workflows.
- API + Agents — ship products on OpenAI models with tools, voice, and retrieval.
- Enterprise trust — SSO/SCIM, residency, no training on business data by default.
- Mission framing — build safe, beneficial AGI that helps humanity (About/Charter).
Customer Relationships
- Free forever on-ramp — no seat required to try ChatGPT.
- Self-serve Upgrade Plan flow for Go / Plus / Pro (card billing).
- Business — centralized billing, seat assignment, spend controls.
- Enterprise — 24/7 priority support, SLAs, AI advisors (eligible customers).
- Help Center + docs for troubleshooting and API prepaid credits.
- Ads planned on Free/Go only; Plus/Pro/Business/Enterprise stay ad-free.
Channels
- Primary doors — chatgpt.com / apps and openai.com product pages.
- PLG — Free → invite/share → paid Go/Plus/Pro or Business seats.
- Developer channel — API docs, Playground, prepaid billing console.
- Content — research blog, product launches, Help Center, customer stories.
- Contact sales for Enterprise and larger platform deals.
- Partner/network and workplace connectors as embedded distribution.
Customer Segments
- Individuals — Free, Go ($8 US), Plus ($20), Pro ($200).
- Power users / researchers — Pro for maximum model access.
- SMBs & teams — ChatGPT Business (2–200), Standard or Premium seats.
- Enterprises — custom security, residency, SLAs, volume.
- Developers & ISVs — API token customers and agent builders.
- Education & nonprofits — Edu plans / up to 75% nonprofit discount.
Cost Structure
- Training compute — multi-month frontier model runs.
- Inference COGS — ChatGPT traffic + API token serving at scale.
- Research & engineering talent; safety and security teams.
- Product surfaces — ChatGPT apps, API platform, Codex, voice.
- Sales, support, and solutions for Business/Enterprise.
- Compliance, trust programs, and global infrastructure/residency.
Revenue Streams
- Free — $0 ChatGPT; ads testing planned on Free/Go (US).
- Go — $8/user/mo (US): expanded Instant access vs Free.
- Plus — $20/mo; Pro — $200/mo consumer power tier.
- Business — Std $20 / Prem $100 per seat/mo annual ($25 / $125 monthly).
- Enterprise — custom; credit- and token-based options available.
- API — pay-as-you-go tokens (flagship Astra $10/$50 per 1M); prepaid credits.
- Plus/Pro/Business/Enterprise remain ad-free per Go launch note.